Investment Read Time: 3 min Key Money Moments: 4 Times You Should Talk to a Pro Related Content What's New for Social Security? There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.